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Global Financial Private Client’s TFS Financial TFSL Stock Holding History

Global Financial Private Client’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28
Closed -$347 – 1447
2025
Q1 		$347 Buy
28
+19
+211% +$243 ﹤0.01% 1402
2024
Q4 		$113 Buy
+9
New +$120 ﹤0.01% 1453

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Global Financial Private Client's TFSL Position: Q2 2025 in Review

Global Financial Private Client sold out of TFS Financial (TFSL) in Q2 2025, closing a stake of 28 shares — an estimated $347 sold.

Global Financial Private Client first reported a position in TFSL in Q4 2024 and held it in 2 quarters. The position peaked at $347 in Q1 2025. 177 funds tracked by Wall St. Rank hold TFSL as of Q2 2025.

  • Global Financial Private Client reported no remaining TFS Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 28 TFS Financial shares in Q2 2025, an estimated $347.
  • Global Financial Private Client first reported a position in TFS Financial in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's TFS Financial position peaked at $347 in Q1 2025.
  • 177 funds tracked by Wall St. Rank held TFS Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.